NewEdge Wealth LLC Invests $317,000 in Bloom Energy Corporation $BE

NewEdge Wealth LLC bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 3,750 shares of the company’s stock, valued at approximately $317,000.

Other large investors also recently added to or reduced their stakes in the company. CWM LLC raised its position in shares of Bloom Energy by 3.3% during the third quarter. CWM LLC now owns 5,111 shares of the company’s stock valued at $432,000 after buying an additional 162 shares during the last quarter. Seelaus Asset Management LLC grew its stake in Bloom Energy by 2.4% during the third quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company’s stock valued at $966,000 after acquiring an additional 270 shares in the last quarter. Parkside Financial Bank & Trust increased its holdings in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after acquiring an additional 281 shares during the last quarter. Rothschild Investment LLC increased its holdings in Bloom Energy by 74.4% in the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company’s stock valued at $58,000 after acquiring an additional 290 shares during the last quarter. Finally, Prospera Financial Services Inc boosted its holdings in shares of Bloom Energy by 0.3% during the 2nd quarter. Prospera Financial Services Inc now owns 95,532 shares of the company’s stock valued at $2,285,000 after purchasing an additional 313 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Maciej Kurzymski sold 3,264 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $86.48, for a total value of $282,270.72. Following the transaction, the insider directly owned 90,005 shares in the company, valued at $7,783,632.40. This represents a 3.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 3,746 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $139.81, for a total transaction of $523,728.26. Following the transaction, the insider directly owned 201,072 shares in the company, valued at approximately $28,111,876.32. This trade represents a 1.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 12,294 shares of company stock worth $1,520,974. 3.50% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Daiwa Securities Group set a $98.00 target price on Bloom Energy in a research report on Tuesday, December 2nd. Roth Mkm lifted their price objective on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Wells Fargo & Company increased their target price on Bloom Energy to $130.00 and gave the company an “equal weight” rating in a research report on Friday, February 6th. Royal Bank Of Canada set a $143.00 price target on shares of Bloom Energy in a research report on Tuesday, January 20th. Finally, China Renaissance assumed coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $131.87.

Bloom Energy News Summary

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Bloom reached a reported $5 billion strategic partnership with Brookfield and posted solid results, a combination that underpins improved growth visibility and likely helped buying interest. Read More.
• Positive Sentiment: Management and multiple outlets highlight accelerating demand from data centers and AI customers, with growing backlogs and capacity expansion plans — a clear revenue growth catalyst if execution holds. Read More.
• Positive Sentiment: Technical and momentum-focused coverage flags a bullish breakout tied to the AI/data-center narrative, which can attract momentum traders and ETF flows into alternative energy names. Read More.
• Neutral Sentiment: Analysts and retail notes are debating whether the recent strong YTD performance makes BE a buy today; pieces review valuation, returns and whether upside is already priced in — useful for timing and risk assessment but not an immediate catalyst. Read More.
• Negative Sentiment: Some long-form analysis argues the stock is “pricey” after an outsized rally and warns that electrification wins may already be baked into the share price — raising the risk of a pullback if execution or margin improvement disappoints. Read More.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $165.15 on Wednesday. The stock has a market cap of $46.33 billion, a price-to-earnings ratio of -434.60, a price-to-earnings-growth ratio of 6.54 and a beta of 3.07. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a 50 day moving average price of $129.75 and a 200-day moving average price of $103.03. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $176.49.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the prior year, the company posted $0.43 EPS. The firm’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

About Bloom Energy

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.